Follow-On Offering of American Depositary Shares Investor

Xinyuan Real Estate Investor Presentation November 2014 Disclaimer This presentation has been prepared by Xinyuan Real Estate Co., Ltd. (“Xinyuan” or the “Company”) and has not been independently verified. No representations or warranties, express or implied, are made and no reliance should be placed on the accuracy, fairness or completeness of the information presented or contained in these materials. Neither the Company nor any of its affiliates, advisers or representatives or the Bookrunner accept any responsibility whatsoever for any loss howsoever arising from any information presented or contained in or derived from these materials. The information presented or contained in these materials is subject to change without notice and its accuracy is not guaranteed. None of the Company, any underwriter, or any of their respective directors, officers, employees, agents or advisors shall be in any way responsible for the contents of this presentation, or shall be liable for any loss arising from use of the information contained in this presentation or otherwise arising in connection therewith. This presentation is strictly confidential, is being given solely for use as a support for oral discussions at the road show presentations and may not be retained, copied, reproduced or redistributed to any other person in any manner. Unauthorized retention, copying, reproduction or redistribution of these materials to U.S. persons or other parties (including journalists) could result in a substantial delay to, or otherwise prejudice, the success of the offering. You agree to keep the contents of this presentation strictly confidential. The information contained in this presentation does not constitute or form part of any offer to sell or issue or solicitation or invitation of an offer to buy or acquire securities of Xinyuan in any jurisdiction or an inducement to enter into investment activity, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoever. Specifically, this presentation does not constitute a “prospectus” within the meaning of the U.S. Securities Act of 1933, as amended. The company has filed a registration statement with the U.S. Securities and Exchange Commission (“SEC”) for the securities to be offered in the proposed offering. Any decision to purchase securities in the proposed offering should be made solely on the basis of the information contained in the prospectus included in the registration statement. This presentation does not contain all relevant information relating to the Company or its securities, particularly with respect to the risks and uncertainties involved within an investment in the securities of the Company, and is qualified in its entirety by reference to the detailed information appearing in the prospectus. Before you invest, you should read the prospectus supplement and prospectus in the registration statement and other documents the Company has filed with the SEC in connection with this proposed offering for more complete information about the Company and this offering. You may get these documents for free by visiting the SEC Web site at www.sec.gov. 1 Contents I Company Overview II China’s Property Industry III XIN’s Development Strategy IV Business Updates V Financial Highlights VI Appendix 2 Company Overview A leading real estate developer focusing on High Growth Cities in China Provides high-quality, affordable residential projects to middle income customers Solid operational track record in 12 cities, covering 118.5 million people First Chinese real estate developer listed on NYSE, first Chinese developer in NYC As of Sep 30,2014 No. of Projects GFA(‘000M2) Completed 29 3,821 Under construction 15 2,959 Under planning 6 1,045 Properties held 2 3 Total 52 7,802 Contracted Sales (US$ mm) 1,200 800 400 0 2011 2012 2013 1-9M2013 1-9M2014 3 Corporate Milestones Xinyuan has achieved sustainable and stable growth in its more than 17 years of operational history Inaugural Period Brand Establishment Expansion Period Accelerated Expansion Period 1997 — 2000 2001 — 2005 2006 — 2007 2008 — Current Zhengzhou Longhai Star Zhengzhou Xinyuan Kunshan International Chengdu Xinyuan Suzhou Lake Royal Jinan City Family Garden Splendid City Garden Splendid Palace Expanded operations to Achieved over 100% three Tier II cities – growth in Net Profit to Completion of the Jinan, Suzhou and Hefei Established in Expanded operations to Xuzhou, a Tier III city in China over US$100 mm Company’s landmark Blue Ridge China Partners Acquired two pieces of Zhengzhou, Henan Acquired over 1 mm sqm land bank in China through project – Zhengzhou and Equity International land parcels in Province land auctions Xinyuan Splendid became pre-IPO strategic Zhengzhou and Xuzhou investors in April with total saleable GFA of 314,300 sqm 1997 2004 2005 2006 2007 2008 2009 2011 2012 2013 2014 Ranked No.1 among Acquired two pieces all property of land parcels in Issued US$400 Xinyuan’s Suzhou and Beijing million bond in developers in Expanded operations to two Tier II cities – with saleable GFA of Acquired 7 headquarters aggregate Zhengzhou in terms Chengdu and Kunshan 244,500 sqm parcels of land in were relocated Acquired 9 land of contracted sales Listed on NYSE in December, raising a Entered the U.S. 6 cities with GFA from Zhengzhou residential market parcels with GFA of residential units in total of US$282 mm of 1.2 million sqm to Beijing through acquisitions of 1.4 million sqm 2004, 2005 and in California, Nevada 2006(1) and New York Zhengzhou Central Suzhou Colorful Hefei Wangjiang Zhengzhou Yipin Zhengzhou Xindo New York Project Sanya Yazhou Bay Garden Garden Garden Xiangshan Phase I Park 1. Based on contracted sales of residential units according to the Bureau of Real Estate Management in Zhengzhou. 4 Attractive Valuation Ticker XIN (NYSE) Market Cap. $199 million Price $2.50 Shares Out 79.4 million ADS P/E 3.8x P/B 0.21x Net Profit Rev. Growth 18.9% (2009~2013 CAGR) 31.4% (2009~2013 CAGR) Growth Book value vs Stock price 16.0 11.5 12.0 11.9 11.9 11.8 12.0 10.7 10.0 10.3 9.2 9.5 8.0 4.0 0.0 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 Note: as of Nov 11, 2014 5 China’s Property Industry Key factors to drive China’s property development in the next 10 years Sustainable GDP growth of around 7%; Urbanization – China is in urbanization period, which may last decades. People moving from rural area to city, from small city to big city; Frequently asked questions on China’s property industry • Supply exceeding demand? Probably supply exceeds demand in certain tier III and IV cities with population flowing out and no economy support, but not in dynamic Tier I and Tier II cities with population flowing in and dynamic economy development; 6 Update of China’s Real Estate Market China’s real estate market has shown softness in certain cities with weak transaction volume since April 2014 High growth in 2012 and 2013 released certain rigid demand Credit tightening at the beginning of 2014 and adjustment in the property market caused slow down of China’s property market Policies issued to stimulate the market Most cities ease home purchase restriction Central bank eases the credit policy and lower the interest rate of mortgage to 30% below benchmark 7 Xinyuan’s Strategy Focused on High Growth Cities Xinyuan’s projects in China are mainly located in low-risk and fast-growing cities. The fast growing regional economy has generated substantial housing demand Focus on High-Growth Cities 2013 Economic Indicators Population (million) GDP Growth Rate 1 Chengdu 16.4 10% 2 Zhengzhou 9.2 12.0% 3 Jinan 7.0 9.6% 8 4 Hefei 7.6 12.5% 3 5 Suzhou 6.5 9.8% 7 12 2 6 Kunshan 2.4 10% 56 4 11 7 Xuzhou 10.0 11.8% 1 10 8 Beijing 21.1 7.7% 9 Sanya 0.7 9.3% 10 Changsha 7.2 12% 11 Shanghai 24.2 7.7% 9 12 Xi’an 8.6 11.1% China 1,360.7 7.7% Increasing Urbanization in China GDP Growth Comparison 24.0% 60.0% 52.6% 53.4% 48.3% 50.0% 51.3% 17.2% 16.9% 44.3% 45.9% 47.0% 16.0% 12.7% 14.2% 13.7% 13.0% 14.2% 13.0% 9.6% 10.4% 11.3% 10.3% 40.0% 9.2% 9.2% 7.8% 7.7% 8.0% 20.0% 0.0% 2006 2007 2008 2009 2010 2011 2012 2013 0.0% 2006 2007 2008 2009 2010 2011 2012 2013 China (Average) Xinyuan Project Cities (Average) Source: China Statistical Yearbook, National Bureau of Statistics of China and National Economic and Social Development Statistics Bulletin of the respective cities. 8 Xinyuan’s Strategy Cater to Mid-income End-Users Xinyuan operates in cities with a larger middle-income class and more reasonable housing price Xinyuan’s projects are located in the dynamic and high growth cities, and are popular among the middle-income class The Company has expanded its operations through urbanization and the development of local economies under the 12th “Five-Year Plan” Xinyuan expect its land bank to be sufficient for the Company’s development needs in the next 3-5 years Xinyuan’s Residential Projects to Meet the Inelastic Demand from the Middle-Income Class 2013 Total Property Value Distribution 2013 Urban Household Disposable Income(1) (RMB ‘000s) (RMB ) 120000 40% 38% 30% 26% 25% 80000 20% 40000 8% 10% 3% 0 0% <400 400-800 800-100 100-120 >120 Source: 2013 China Statistical Yearbook and National Economic and Social Development Statistics Bulletin of the respective cities.

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